Learning Lab: Preparing to Issue Equity Sept. 16, 2025

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59:03

Introduction to the Learning Lab

Meet the Host: Bree Viamore

Understanding Cap Tables and Equity Issuance

Foundational Elements of Equity Issuance

User Permissions and Access Levels

Signatories and Their Importance

Equity Incentive Plans Explained

Templates for Equity Awards

Creating Custom Vesting Schedules

Drafting New Securities

Legal Considerations for Rescinding Options

Drafting Restricted Stock Awards

Stakeholder Information and Compliance

State Exemptions and Compliance

Managing Equity Ledgers

Drafting Option Grants

Creating Board Consents

Drafting and Issuing Securities

Best Practices for Employee to Consultant Transition

Changing Award Types and Legal Considerations

Managing ISO Annual Limits

Understanding ISO and NSO Exercise Process

Resources for Understanding Equity Terms

Feedback on Training and Resources

Adapting to New Skills and Knowledge